The game-changer for them, IMO, is to buy the rights to broadcast Pac-12 and Big-10 football (and ideally all sports).
I am an avid college football fan. Trying to find games to watch is a pain without some sort of lame ass subscription somewhere. I already pay for Apple TV + because it's bundled with other services that I use.
With the incoming threat of ESPN + Disney + SEC fracturing the college football landscape, Apple could provide the money, reach, and power to take some of the sport (and country's) biggest brands and put them front and center in front of millions and basically compete head-on with Disney. Next step is you broadcast all of the NCAA sports - baseball and volleyball championships, etc. Take what the Big-10 and Pac-12 channels were supposed to be and make them great and unbundled from cable TV.
In the coming years I think they're going to add live news with a focus on "quality journalism" as well. The Jon Stewart show and documentaries they are producing are the first drip.